SII Investments
Industry: Company
DescriptionFounded: 1968 Parent organization: National Planning Holdings, Inc. Subsidiaries: SII Ohio Insurance Agency, Inc., FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSII Investments IncWebsiteDirections Saved (0) Saved Save 1 Google review Stock broker in the Outagamie County, Wisconsin Address: 5555 W Grande Market Dr, Appleton, WI 54913 Phone: (866) 275-4422Website: : : : Hours: : : Category: : Place name: Website: http://www.siionline.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of SII Investments Inc Posting publicly on the Web Write a review Reviews 1 Google review
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SII Investments Employees
Employee
Years
Job
Industry
Alexander Bush, CFP® Alexander Bush, CFP®'s SII Investments Experience January 2008 - Present
Job Financial Planner at Munkeby Kramer
Industry Financial Services
Experience
Munkeby Kramer January 2008 - Present
SII Investments January 2008 - Present
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration, Finance
Minnesota State University, Mankato 2011 — 2013
Completed, Certified Financial Planner Program
Minnesota Department of Commerce
Resident Insurance Producer, License 40126760
Munkeby Kramer January 2008 - Present
SII Investments January 2008 - Present
Education
University of Minnesota-Duluth 2003 — 2007
Bachelor of Business Administration, Finance
Minnesota State University, Mankato 2011 — 2013
Completed, Certified Financial Planner Program
Minnesota Department of Commerce
Resident Insurance Producer, License 40126760
Pamela Koehler-Zastrow, MBA Pamela Koehler-Zastrow, MBA's SII Investments Experience March 2014 - Present
Job Marketing Communications Specialist at SII Investments
Industry Marketing and Advertising
Experience
SII Investments March 2014 - Present
A'viands February 2012 - February 2014
A'viands Food & Services Management August 2009 - July 2012
Sodexo December 2008 - July 2009
Affinity Health System 2007 - 2008
Skills
News Writing, Advertising, Online Advertising, Quantitative Research, Operations Management, Point of Purchase, Public Relations, Agriculture, Hospitality Management, New Restaurant Openings, Crisis Management, Employee Training, Leadership, Marketing Communications, Newsletters, Event Management, Marketing Strategy, Customer Service
Education
Concordia University-Wisconsin 2011 — 2013
MBA, Marketing
University of Wisconsin-Oshkosh 2004 — 2007
BA, Journalism (Ad/PR)
SII Investments March 2014 - Present
A'viands February 2012 - February 2014
A'viands Food & Services Management August 2009 - July 2012
Sodexo December 2008 - July 2009
Affinity Health System 2007 - 2008
Skills
News Writing, Advertising, Online Advertising, Quantitative Research, Operations Management, Point of Purchase, Public Relations, Agriculture, Hospitality Management, New Restaurant Openings, Crisis Management, Employee Training, Leadership, Marketing Communications, Newsletters, Event Management, Marketing Strategy, Customer Service
Education
Concordia University-Wisconsin 2011 — 2013
MBA, Marketing
University of Wisconsin-Oshkosh 2004 — 2007
BA, Journalism (Ad/PR)
Danielle McClenahan Danielle McClenahan's SII Investments Experience October 2010 - Present
Job Compelling Creations Independent Consultant
Industry Consumer Goods
Experience
Self-employed March 2013 - Present
SII Investments October 2010 - Present
YMCA of the Fox Cities October 2012 - Present
Flathead Wealth Management February 2002 - September 2010
Skills
Administrative Office..., Coordinating Special..., Volunteering, Customer Service, Desktop Publishing, Direct Sales, Marketing Communications, Leadership
Education
Western Governors University 2007 — 2009
Bachelor of Science (BS), Accounting
Flathead Valley Community College 2003 — 2005
Associate of Applied Science, Business Administration
Self-employed March 2013 - Present
SII Investments October 2010 - Present
YMCA of the Fox Cities October 2012 - Present
Flathead Wealth Management February 2002 - September 2010
Skills
Administrative Office..., Coordinating Special..., Volunteering, Customer Service, Desktop Publishing, Direct Sales, Marketing Communications, Leadership
Education
Western Governors University 2007 — 2009
Bachelor of Science (BS), Accounting
Flathead Valley Community College 2003 — 2005
Associate of Applied Science, Business Administration
Justin Wetzel Justin Wetzel's SII Investments Experience June 2013 - November 2013
Job Field Technical Support Representative at HewlettPackard
Industry Marketing and Advertising
Experience
Hewlett-Packard December 2013 - Present
SII Investments June 2013 - November 2013
Freelance October 2012 - June 2013
Best Buy July 2008 - June 2013
On-Site Studios April 2013 - May 2013
Skills
Social Media Marketing, Marketing, Social Media, Digital Media, OS X, Editing, Video Editing, HP LaserJet, Managed Print Services, Laser Printers, Digital Photography, Video Production, Customer Satisfaction, Microsoft Office, Photography, Time Management, Marketing Strategy, Video, Social Networking, Adobe Creative Suite, Creative Problem Solving, Final Cut Pro, Photoshop, Team Leadership, Retail, Microsoft Word, Sales, Apple Motion, Printer Repair
Education
Northeast Wisconsin Technical College
Associate's degree, Digital Media
Northeast Wisconsin Technical College
Electrical Power Distribution
Green Bay West High School
Hewlett-Packard December 2013 - Present
SII Investments June 2013 - November 2013
Freelance October 2012 - June 2013
Best Buy July 2008 - June 2013
On-Site Studios April 2013 - May 2013
Skills
Social Media Marketing, Marketing, Social Media, Digital Media, OS X, Editing, Video Editing, HP LaserJet, Managed Print Services, Laser Printers, Digital Photography, Video Production, Customer Satisfaction, Microsoft Office, Photography, Time Management, Marketing Strategy, Video, Social Networking, Adobe Creative Suite, Creative Problem Solving, Final Cut Pro, Photoshop, Team Leadership, Retail, Microsoft Word, Sales, Apple Motion, Printer Repair
Education
Northeast Wisconsin Technical College
Associate's degree, Digital Media
Northeast Wisconsin Technical College
Electrical Power Distribution
Green Bay West High School
Chad Backes Chad Backes's SII Investments Experience September 1999 - March 2007
Job Financial Advisor at Investment Centers of America
Industry Investment Management
Experience
Investment Centers of America March 2007 - Present
First State Bank - New London, WI March 2007 - Present
SII Investments September 1999 - March 2007
Skills
Retirement Planning, Financial Planning, 529 Plans, 401k Rollovers, Series 7, Series 24, Series 65, Investment Advisory, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Stocks, Mutual Funds, ETFs, IRAs, Roth IRA, Estate Planning
Education
Lakeland College 1999 — 2004
Bachelor's degree, Business administration and marketing
Appleton high school east 1990 — 1993
Investment Centers of America March 2007 - Present
First State Bank - New London, WI March 2007 - Present
SII Investments September 1999 - March 2007
Skills
Retirement Planning, Financial Planning, 529 Plans, 401k Rollovers, Series 7, Series 24, Series 65, Investment Advisory, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Stocks, Mutual Funds, ETFs, IRAs, Roth IRA, Estate Planning
Education
Lakeland College 1999 — 2004
Bachelor's degree, Business administration and marketing
Appleton high school east 1990 — 1993
Collin Marshall Collin Marshall's SII Investments Experience May 2014 - June 2015
Job Sales Associate Raymond James at Bank of Luxemburg
Industry Financial Services
Experience
Bank of Luxemburg June 2015 - Present
SII Investments May 2014 - June 2015
Starbucks October 2013 - May 2014
Self-Employed May 2008 - May 2014
Cash Depot Atms June 2010 - August 2012
Skills
Leadership, Team Leadership, Fiscally Responsible, Customer Service, Time Management, Cold Calling, Public Speaking, Presentations, guitar instruction, jazz guitar, blues guitar, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Communication, Sales, Strategic Planning, Microsoft Word, Event Planning
Education
St. Norbert College 2013 — 2016
Finance
Elmhurst College 2012 — 2013
Finance and Economics
Bank of Luxemburg June 2015 - Present
SII Investments May 2014 - June 2015
Starbucks October 2013 - May 2014
Self-Employed May 2008 - May 2014
Cash Depot Atms June 2010 - August 2012
Skills
Leadership, Team Leadership, Fiscally Responsible, Customer Service, Time Management, Cold Calling, Public Speaking, Presentations, guitar instruction, jazz guitar, blues guitar, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Communication, Sales, Strategic Planning, Microsoft Word, Event Planning
Education
St. Norbert College 2013 — 2016
Finance
Elmhurst College 2012 — 2013
Finance and Economics
Philip Petersen Philip Petersen's SII Investments Experience September 2001 - December 2007
Job Jackson National Regional Vice President Washington/Oregon
Industry Financial Services
Experience
Jackson National Life Distributors LLC December 2007 - Present
Curian Capital March 2013 - January 2014
SII Investments September 2001 - December 2007
Thrivent Financial for Lutherans March 1994 - November 2001
Skills
Certified Fund..., Alternative Investments, Territory..., Personnel Management, Annuity Sales, Strategic Financial..., Life Insurance, Mutual Funds, Public Speaking, Fact Finding, Series 7, Asset Allocation, Financial Services, Wealth Management, Fixed Annuities, Investments, Retirement, Wealth, Series 6, Portfolio Management, Finance, Retirement Planning, Financial Planning, Series 63
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor's of Arts, Communication and Media Studies
Jackson National Life Distributors LLC December 2007 - Present
Curian Capital March 2013 - January 2014
SII Investments September 2001 - December 2007
Thrivent Financial for Lutherans March 1994 - November 2001
Skills
Certified Fund..., Alternative Investments, Territory..., Personnel Management, Annuity Sales, Strategic Financial..., Life Insurance, Mutual Funds, Public Speaking, Fact Finding, Series 7, Asset Allocation, Financial Services, Wealth Management, Fixed Annuities, Investments, Retirement, Wealth, Series 6, Portfolio Management, Finance, Retirement Planning, Financial Planning, Series 63
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor's of Arts, Communication and Media Studies
Jessica Koch Jessica Koch's SII Investments Experience October 2008 - November 2009
Job Operations Assistant at Harbour Investments
Industry Financial Services
Experience
Harbour Investments February 2010 - Present
Bluephies May 2011 - December 2014
SII Investments October 2008 - November 2009
Skills
Investments, Retirement Planning, Licensed Life Insurance..., General Securities..., Office Administration, Confidential Documents, Administrative Work, Calendars, Spreadsheets, Handle Confidential..., Event Planning, Event Management, Outlook, Data Entry, Finance, Telephone Skills, Fax, Travel Arrangements
Education
Madison Area Technical College 2015 — 2017
Business Administration and Management, General
University of Wisconsin-Oshkosh 2002 — 2003
University of Wisconsin Colleges 2002 — 2002
Harbour Investments February 2010 - Present
Bluephies May 2011 - December 2014
SII Investments October 2008 - November 2009
Skills
Investments, Retirement Planning, Licensed Life Insurance..., General Securities..., Office Administration, Confidential Documents, Administrative Work, Calendars, Spreadsheets, Handle Confidential..., Event Planning, Event Management, Outlook, Data Entry, Finance, Telephone Skills, Fax, Travel Arrangements
Education
Madison Area Technical College 2015 — 2017
Business Administration and Management, General
University of Wisconsin-Oshkosh 2002 — 2003
University of Wisconsin Colleges 2002 — 2002
Christina Kinsley Christina Kinsley's SII Investments Experience June 2006 - April 2008
Job Attended Globe UniversityWoodbury
Industry Accounting
Experience
Conboy, McKay, Bachman & Kendall, LLP June 2008 - November 2009
SII Investments June 2006 - April 2008
Easter Seals West Georgia 2005 - 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Accounts Payable, Client Billing, Accounts Receivable, Cash Receipts, General Ledger, Data Entry, Journal Entries, Microsoft Office, Outlook, PowerPoint, 10 Key, Bookkeeping
Education
Globe University-Woodbury 2011 — 2013
Bachelor of Science (BS), Accounting
Wisconsin Indianhead Technical College 2002 — 2004
Associate of Science (AS), Accounting
Conboy, McKay, Bachman & Kendall, LLP June 2008 - November 2009
SII Investments June 2006 - April 2008
Easter Seals West Georgia 2005 - 2006
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Accounts Payable, Client Billing, Accounts Receivable, Cash Receipts, General Ledger, Data Entry, Journal Entries, Microsoft Office, Outlook, PowerPoint, 10 Key, Bookkeeping
Education
Globe University-Woodbury 2011 — 2013
Bachelor of Science (BS), Accounting
Wisconsin Indianhead Technical College 2002 — 2004
Associate of Science (AS), Accounting
Paul Gunderson Paul Gunderson's SII Investments Experience April 2015 - Present
Job Sales Supervision at SII Investments
Industry Financial Services
Experience
SII Investments April 2015 - Present
Larson Latham Huettl LLP September 2014 - April 2015
Marquette University May 2013 - May 2014
Wisconsin Department of Natural Resources January 2013 - May 2013
Jackson May 2011 - August 2011
Investment Centers of America April 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Legal Research, Morningstar, Policy, WordPress, Accounting, Research
Education
Marquette University Law School 2011 — 2014
Juris Doctorate, International Law
North Dakota State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Fraud Investigation
SII Investments April 2015 - Present
Larson Latham Huettl LLP September 2014 - April 2015
Marquette University May 2013 - May 2014
Wisconsin Department of Natural Resources January 2013 - May 2013
Jackson May 2011 - August 2011
Investment Centers of America April 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Legal Research, Morningstar, Policy, WordPress, Accounting, Research
Education
Marquette University Law School 2011 — 2014
Juris Doctorate, International Law
North Dakota State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Fraud Investigation
David Sizemore David Sizemore's SII Investments Experience June 2011 - Present
Job Financial Advisor/Planner at Scarborough Capital
Industry Financial Services
Experience
Scarborough Capital Management March 2007 - Present
SII Investments June 2011 - Present
Skills
401k, Retirement Planning, Mutual Funds, 401k Rollovers, Retirement Savings, Life Insurance, Life & Health Insurance..., Long Term Care Insurance, 403 b, Strategic Financial..., Financial advice, Retirement
Education
Chesapeake High School
University of Maryland Baltimore County
Bachelor of Arts, Economics
Scarborough Capital Management March 2007 - Present
SII Investments June 2011 - Present
Skills
401k, Retirement Planning, Mutual Funds, 401k Rollovers, Retirement Savings, Life Insurance, Life & Health Insurance..., Long Term Care Insurance, 403 b, Strategic Financial..., Financial advice, Retirement
Education
Chesapeake High School
University of Maryland Baltimore County
Bachelor of Arts, Economics
Kimberly Trnavsky Kimberly Trnavsky's SII Investments Experience September 2007 - June 2015
Job Client Services Associate at Hartland
Industry Financial Services
Experience
Hartland June 2015 - Present
SII Investments September 2007 - June 2015
LPL Finanical November 1999 - August 2007
Skills
Notary Public, Insurance, Microsoft Office, Office Management, Invoicing, Administrative..., Calendars, Customer Service, Event Planning, Microsoft Excel, Financial Planning, Financial Analysis
Education
Kent State University 1990 — 2005
BS
Hartland June 2015 - Present
SII Investments September 2007 - June 2015
LPL Finanical November 1999 - August 2007
Skills
Notary Public, Insurance, Microsoft Office, Office Management, Invoicing, Administrative..., Calendars, Customer Service, Event Planning, Microsoft Excel, Financial Planning, Financial Analysis
Education
Kent State University 1990 — 2005
BS
Tracie Kleiner Tracie Kleiner's SII Investments Experience August 1999 - April 2001
Job Operations & Marketing Manager, Founder of Inner Discoveries Work/Life Balance Strategies
Industry Professional Training & Coaching
Experience
Home Path Financial, LP June 2006 - Present
Inner Discoveries June 2010 - Present
Powerful You! Women's Network March 2011 - March 2013
Wayne Hummer Asset Management August 2005 - June 2006
Northwestern Mutual September 2003 - August 2005
Thrivent Financial for Lutherans April 2001 - September 2003
SII Investments August 1999 - April 2001
Bank One December 1990 - August 1999
Skills
Coaching, Operations Management, Goal Development, Relationship Development, Personal Development, Writing, Workshop Facilitation, Meditation, Radio Host, Radio Producing, Healing, Wellness, Alternative Medicine, Lifestyle Coaching, Life Coaching, Career Counseling, Psychology, Public Speaking, Nonprofits, Emotional Intelligence, Career Development, Stress Management, Leadership Development, Management, Entrepreneurship, Employee Training, Motivational Speaking, Leadership, Executive Coaching, Interviews, Business Coaching, Organizational..., Small Business, Social Networking, Job Coaching, Training, Stress, Wellness Coaching, Business Networking, Holistic Health, Wellbeing, Work Life Balance, Conflict Resolution, Corporations, Lifestyle, Hypnotherapy, Empowerment, Organizational..., Relaxation, Blogging
Education
Ashford University 2006 — 2009
BA, Psychology
Inner Focus 2004 — 2008
CAEH, Stress Management and Coping Skills, Meditation, Self Inquiry techniques
SPASH 1986 — 1989
Diploma, Business
Home Path Financial, LP June 2006 - Present
Inner Discoveries June 2010 - Present
Powerful You! Women's Network March 2011 - March 2013
Wayne Hummer Asset Management August 2005 - June 2006
Northwestern Mutual September 2003 - August 2005
Thrivent Financial for Lutherans April 2001 - September 2003
SII Investments August 1999 - April 2001
Bank One December 1990 - August 1999
Skills
Coaching, Operations Management, Goal Development, Relationship Development, Personal Development, Writing, Workshop Facilitation, Meditation, Radio Host, Radio Producing, Healing, Wellness, Alternative Medicine, Lifestyle Coaching, Life Coaching, Career Counseling, Psychology, Public Speaking, Nonprofits, Emotional Intelligence, Career Development, Stress Management, Leadership Development, Management, Entrepreneurship, Employee Training, Motivational Speaking, Leadership, Executive Coaching, Interviews, Business Coaching, Organizational..., Small Business, Social Networking, Job Coaching, Training, Stress, Wellness Coaching, Business Networking, Holistic Health, Wellbeing, Work Life Balance, Conflict Resolution, Corporations, Lifestyle, Hypnotherapy, Empowerment, Organizational..., Relaxation, Blogging
Education
Ashford University 2006 — 2009
BA, Psychology
Inner Focus 2004 — 2008
CAEH, Stress Management and Coping Skills, Meditation, Self Inquiry techniques
SPASH 1986 — 1989
Diploma, Business
Josh Hufford Josh Hufford's SII Investments Experience January 2008 - August 2012
Job Attorney and Experienced Compliance Professional
Industry Law Practice
Experience
Quarles & Brady LLP September 2015 - Present
U.S. Venture, Inc. May 2014 - August 2014
Cummins & Brown LLC August 2013 - May 2014
Financial Industry Regulatory Authority April 2013 - August 2013
SII Investments January 2008 - August 2012
SII Investments November 2005 - December 2007
Skills
Research, Compliance, Series 7, Securities, Investment Advisory, Investments, Mutual Funds, Series 24, Financial Advisory, FINRA, Uniform Combined State..., Insurance, Broker-Dealer, SEC, Finance, Series 63, Trading
Education
University of Cincinnati College of Law 2012 — 2015
Juris Doctor (J.D.), Corporate, Tax, Finance, Securities Law
University of Wisconsin-Oshkosh 2006 — 2008
Master of Business Administration (M.B.A.)
University of Wisconsin-Oshkosh 2002 — 2006
Bachelor's Degree, Business Administration; Finance; Legal Studies
Quarles & Brady LLP September 2015 - Present
U.S. Venture, Inc. May 2014 - August 2014
Cummins & Brown LLC August 2013 - May 2014
Financial Industry Regulatory Authority April 2013 - August 2013
SII Investments January 2008 - August 2012
SII Investments November 2005 - December 2007
Skills
Research, Compliance, Series 7, Securities, Investment Advisory, Investments, Mutual Funds, Series 24, Financial Advisory, FINRA, Uniform Combined State..., Insurance, Broker-Dealer, SEC, Finance, Series 63, Trading
Education
University of Cincinnati College of Law 2012 — 2015
Juris Doctor (J.D.), Corporate, Tax, Finance, Securities Law
University of Wisconsin-Oshkosh 2006 — 2008
Master of Business Administration (M.B.A.)
University of Wisconsin-Oshkosh 2002 — 2006
Bachelor's Degree, Business Administration; Finance; Legal Studies
Samantha Lauer Samantha Lauer's SII Investments Experience May 2007 - August 2008
Job Tax Staff at Plante Moran
Industry Accounting
Experience
Plante Moran August 2012 - Present
Saint Louis University August 2011 - May 2012
Sonoco July 2011 - August 2011
Saint Louis University May 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Saint Louis University September 2007 - May 2010
SII Investments May 2007 - August 2008
Education
Saint Louis University 2011 — 2012
Master of Accounting
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Accounting Concentration, German Minor
Plante Moran August 2012 - Present
Saint Louis University August 2011 - May 2012
Sonoco July 2011 - August 2011
Saint Louis University May 2010 - May 2011
JPMorgan Chase June 2010 - August 2010
Saint Louis University September 2007 - May 2010
SII Investments May 2007 - August 2008
Education
Saint Louis University 2011 — 2012
Master of Accounting
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Accounting Concentration, German Minor
Andrea Loasby Andrea Loasby's SII Investments Experience May 2009 - August 2009
Job MBA in Healthcare Administration and MS in International Business Candidate
Industry Hospital & Health Care
Experience
Children's Hospital Colorado February 2014 - Present
Global Health Connections May 2014 - Present
The Management Group, Inc. December 2011 - June 2013
The Management Group, Inc. July 2011 - December 2011
Ghana Health Service January 2011 - May 2011
SII Investments May 2009 - August 2009
SII Investments May 2008 - August 2008
Skills
Public Speaking, International Relations, Rhetoric, Organizational Change, Nonprofits, Social Services, Community Outreach, Research, Microsoft Office, Program Development, Grant Writing, Fundraising, Team Leadership, Customer Service, Event Planning, Healthcare Management, Leadership, Hospitals
Education
University of Colorado at Denver 2013 — 2015
Master of Business Administration in Health Administration (MBA-HA) and MS in International Business
University of Wisconsin-Madison
Bachelor of Science, Communication Science and Rhetoric
Appleton North High School 2005 — 2007
High School
Lakota West High School 2003 — 2005
High School
Children's Hospital Colorado February 2014 - Present
Global Health Connections May 2014 - Present
The Management Group, Inc. December 2011 - June 2013
The Management Group, Inc. July 2011 - December 2011
Ghana Health Service January 2011 - May 2011
SII Investments May 2009 - August 2009
SII Investments May 2008 - August 2008
Skills
Public Speaking, International Relations, Rhetoric, Organizational Change, Nonprofits, Social Services, Community Outreach, Research, Microsoft Office, Program Development, Grant Writing, Fundraising, Team Leadership, Customer Service, Event Planning, Healthcare Management, Leadership, Hospitals
Education
University of Colorado at Denver 2013 — 2015
Master of Business Administration in Health Administration (MBA-HA) and MS in International Business
University of Wisconsin-Madison
Bachelor of Science, Communication Science and Rhetoric
Appleton North High School 2005 — 2007
High School
Lakota West High School 2003 — 2005
High School
Jordan Kulhanek Jordan Kulhanek's SII Investments Experience April 2015 - Present
Job Cost Accountant I at Neenah Enterprises, Inc.
Industry Accounting
Experience
Neenah Enterprises, Inc. September 2015 - Present
SII Investments April 2015 - Present
AxleTech International March 2015 - April 2015
Fox Cities Tax December 2014 - March 2015
VITA March 2013 - March 2014
Spectrum Brands December 2006 - September 2007
Shopko July 2005 - November 2006
Skills
Proficient with..., Microsoft Office, PowerPoint, Leadership, Time Management, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Event Planning, Customer Service, Student Affairs, Sales, Social Networking
Education
University of Wisconsin-Oshkosh 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.7
UW-Marathon County 2011 — 2011
Associates in Arts and Sciences, Accounting and Business/Management, 3.5
Sauk Valley Community College 2009 — 2010
Accounting and Business/Management, 3.85
Neenah Enterprises, Inc. September 2015 - Present
SII Investments April 2015 - Present
AxleTech International March 2015 - April 2015
Fox Cities Tax December 2014 - March 2015
VITA March 2013 - March 2014
Spectrum Brands December 2006 - September 2007
Shopko July 2005 - November 2006
Skills
Proficient with..., Microsoft Office, PowerPoint, Leadership, Time Management, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Event Planning, Customer Service, Student Affairs, Sales, Social Networking
Education
University of Wisconsin-Oshkosh 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.7
UW-Marathon County 2011 — 2011
Associates in Arts and Sciences, Accounting and Business/Management, 3.5
Sauk Valley Community College 2009 — 2010
Accounting and Business/Management, 3.85
Rachel DeGrand's SII Investments Experience April 2006 - March 2008
Job Office Support Specialist at The Fiore Companies, Inc
Industry Real Estate
Experience
The Fiore Companies, Inc February 2010 - Present
The Little Gym of Fitchburg July 2008 - February 2010
SII Investments April 2006 - March 2008
Skills
Office Administration, Customer Service, Microsoft Office, Event Planning, Office Management, Public Speaking, Yardi, 10 Key, Data Entry, Administrative..., Property Management, Office Equipment, Fax, Multi-line Phone, Teaching, Gymnastics, Commercial Real Estate, Accounts Payable
Education
Grand Valley State University 2001 — 2005
Bachelor of Science (B.S.), Movement Science
The Fiore Companies, Inc February 2010 - Present
The Little Gym of Fitchburg July 2008 - February 2010
SII Investments April 2006 - March 2008
Skills
Office Administration, Customer Service, Microsoft Office, Event Planning, Office Management, Public Speaking, Yardi, 10 Key, Data Entry, Administrative..., Property Management, Office Equipment, Fax, Multi-line Phone, Teaching, Gymnastics, Commercial Real Estate, Accounts Payable
Education
Grand Valley State University 2001 — 2005
Bachelor of Science (B.S.), Movement Science
Christopher Haskins Christopher Haskins's SII Investments Experience September 2011 - October 2011
Job Human Resources Coordinator at Menards
Industry Human Resources
Experience
Menards July 2013 - Present
Green Purpose, LLC July 2013 - July 2013
SEEK Careers/Staffing April 2012 - May 2013
UW- Green Bay October 2011 - January 2012
SII Investments September 2011 - October 2011
ACR Corp May 2011 - June 2011
Blackhawk Bank October 2004 - March 2011
Beloit College June 2009 - August 2009
Skills
Recruiting, HRIS, Human Resources, Payroll, Data Entry, Sales, Customer Service, New Hire Orientations, Accounting, Microsoft Excel, Interviews, Microsoft Office, Team Building
Education
St. Norbert College 2006 — 2010
B.B.A Business Administration, Business Administration; Human Resources
Menards July 2013 - Present
Green Purpose, LLC July 2013 - July 2013
SEEK Careers/Staffing April 2012 - May 2013
UW- Green Bay October 2011 - January 2012
SII Investments September 2011 - October 2011
ACR Corp May 2011 - June 2011
Blackhawk Bank October 2004 - March 2011
Beloit College June 2009 - August 2009
Skills
Recruiting, HRIS, Human Resources, Payroll, Data Entry, Sales, Customer Service, New Hire Orientations, Accounting, Microsoft Excel, Interviews, Microsoft Office, Team Building
Education
St. Norbert College 2006 — 2010
B.B.A Business Administration, Business Administration; Human Resources
Rebecca (Wondrash) Gonzalez, CFP®, CLU Rebecca (Wondrash) Gonzalez, CFP®, CLU's SII Investments Experience July 2010 - Present
Job Certified Financial Planner | Financial, Investment and Insurance Planning for Individuals and Small Business Owners
Industry Financial Services
Experience
McNeely Financial Services, Inc August 2010 - Present
SII Investments July 2010 - Present
Catholic Family Life Insurance October 2005 - July 2010
Catholic Family Life Insurance 1998 - July 2010
Education
University of Wisconsin-Stevens Point 1993 — 1998
Bachelor's of Science Degree, Managerial Accounting
The American College
Charterd Life Underwriter (CLU), Certified Financial Planner (CFP), Financial Services
McNeely Financial Services, Inc August 2010 - Present
SII Investments July 2010 - Present
Catholic Family Life Insurance October 2005 - July 2010
Catholic Family Life Insurance 1998 - July 2010
Education
University of Wisconsin-Stevens Point 1993 — 1998
Bachelor's of Science Degree, Managerial Accounting
The American College
Charterd Life Underwriter (CLU), Certified Financial Planner (CFP), Financial Services
Jim Quinlan's SII Investments Experience June 2011 - Present
Job Executive Vice President Wealth Advisory Services at Penn Liberty Bank
Industry Financial Services
Experience
Catholic Charities Appeal of the Archdiocese of Philadelphia February 2013 - Present
Penn Liberty Bank June 2011 - Present
SII Investments June 2011 - Present
Skills
Insurance, Investment Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Asset Managment, Retirement
Education
Villanova University 1986 — 1988
MBA, Finance
Bucknell University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Archbishop John Carroll HS 1977 — 1981
Catholic Charities Appeal of the Archdiocese of Philadelphia February 2013 - Present
Penn Liberty Bank June 2011 - Present
SII Investments June 2011 - Present
Skills
Insurance, Investment Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Financial Advisory, Asset Managment, Retirement
Education
Villanova University 1986 — 1988
MBA, Finance
Bucknell University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Archbishop John Carroll HS 1977 — 1981
Deserie Thomas Deserie Thomas's SII Investments Experience January 2002 - July 2002
Job Assistant Principal Secretary
Industry Executive Office
Experience
Killeen ISD March 2015 - Present
NW MAP-Telecommunications Broker December 2011 - July 2014
SII Investments January 2002 - July 2002
The Service Company November 1997 - June 1999
Special Occasions Balloons & Clowns July 1994 - October 1997
Skills
VoIP, Telecommunications, Telephony, Managed Services, Team Leadership, Sales Management, Wireless, Call Centers, Customer Retention, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Accounts Payable, Accounts Receivable, Employee Benefits, Customer Service, Sales, Retail Sales, Payroll, Events Coordination, Appointment Scheduling, Merchandising, Marketing, Purchasing, Purchase Management, MRP
Education
Central Texas College
Accounting/Small Business Management
Killeen ISD March 2015 - Present
NW MAP-Telecommunications Broker December 2011 - July 2014
SII Investments January 2002 - July 2002
The Service Company November 1997 - June 1999
Special Occasions Balloons & Clowns July 1994 - October 1997
Skills
VoIP, Telecommunications, Telephony, Managed Services, Team Leadership, Sales Management, Wireless, Call Centers, Customer Retention, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Accounts Payable, Accounts Receivable, Employee Benefits, Customer Service, Sales, Retail Sales, Payroll, Events Coordination, Appointment Scheduling, Merchandising, Marketing, Purchasing, Purchase Management, MRP
Education
Central Texas College
Accounting/Small Business Management
Vickie Schrader's SII Investments Experience October 2006 - November 2007
Job Application Support Specialist
Industry Information Technology and Services
Experience
RR Donnelley March 2015 - Present
Appleton Area School District April 2013 - March 2015
SII Investments October 2006 - November 2007
Banta Corp June 1999 - May 2006
Skills
Computer Hardware, Computer Repair, Mobile Applications, Apple Software, RPG II, Employee Training, Regulatory Compliance, Client Training, Project Management, Project Planning, Interdepartmental..., Software Licensing, Client Presentation, Process Scheduler, Internal Control..., Logistics, Technical Support, Troubleshooting, Windows 7
Education
Lakeland College 2004 — 2009
Bachelor's degree, Computer Science
Fox Valley Technical College 1997 — 1999
Associate's degree, Computer Programming
RR Donnelley March 2015 - Present
Appleton Area School District April 2013 - March 2015
SII Investments October 2006 - November 2007
Banta Corp June 1999 - May 2006
Skills
Computer Hardware, Computer Repair, Mobile Applications, Apple Software, RPG II, Employee Training, Regulatory Compliance, Client Training, Project Management, Project Planning, Interdepartmental..., Software Licensing, Client Presentation, Process Scheduler, Internal Control..., Logistics, Technical Support, Troubleshooting, Windows 7
Education
Lakeland College 2004 — 2009
Bachelor's degree, Computer Science
Fox Valley Technical College 1997 — 1999
Associate's degree, Computer Programming
Edward Klug's SII Investments Experience July 2010 - October 2014
Job Private Wealth Advisor at Edward Klug Investments LLC
Industry Financial Services
Experience
Edward Klug Investments Investacorp October 2014 - Present
SII Investments July 2010 - October 2014
Stifel Financial Corp. September 1998 - July 2010
Robert W. Baird & Co. November 1990 - September 1998
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Series 63, Retirement Planning, Securities, Asset Allocation, Fixed Annuities, Retirement, Uniform Combined State..., FINRA
Education
Wharton Business School
SIA Institute Of Finance, Year one of 3 year certificate
Lakeland College
BA, Marketing Busines Admin Econ Minor
Edward Klug Investments Investacorp October 2014 - Present
SII Investments July 2010 - October 2014
Stifel Financial Corp. September 1998 - July 2010
Robert W. Baird & Co. November 1990 - September 1998
Skills
Series 7, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Series 63, Retirement Planning, Securities, Asset Allocation, Fixed Annuities, Retirement, Uniform Combined State..., FINRA
Education
Wharton Business School
SIA Institute Of Finance, Year one of 3 year certificate
Lakeland College
BA, Marketing Busines Admin Econ Minor
George Lucker's SII Investments Experience August 1995 - August 1999
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Diverse Energy 2010 - 2014
Wells Fargo Investment Advisors March 2006 - April 2010
Solomon Smith Barney March 2001 - August 2006
Merrill Lynch September 1999 - March 2001
SII Investments August 1995 - August 1999
Education
University of Idaho 1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)
Diverse Energy 2010 - 2014
Wells Fargo Investment Advisors March 2006 - April 2010
Solomon Smith Barney March 2001 - August 2006
Merrill Lynch September 1999 - March 2001
SII Investments August 1995 - August 1999
Education
University of Idaho 1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)
Andrew Wasinger Andrew Wasinger's SII Investments Experience August 2012 - Present
Job
Industry Information Technology and Services
Experience
SII Investments August 2012 - Present
West Corporation April 2012 - August 2012
N.E.W. Customer Service Companies, Inc October 2006 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Call Centers, Sales, Troubleshooting, Access, Customer Satisfaction, Photoshop, Leadership, Strategic Planning, Teamwork
Education
Northwest Kansas Technical College 2003 — 2004
Technical Degree, Computer Graphics
Art Institute of Colorado
SII Investments August 2012 - Present
West Corporation April 2012 - August 2012
N.E.W. Customer Service Companies, Inc October 2006 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Call Centers, Sales, Troubleshooting, Access, Customer Satisfaction, Photoshop, Leadership, Strategic Planning, Teamwork
Education
Northwest Kansas Technical College 2003 — 2004
Technical Degree, Computer Graphics
Art Institute of Colorado
Kate McCarthy, MBA Kate McCarthy, MBA's SII Investments Experience October 2014 - Present
Job Financial Advisor at SII Investments
Industry Investment Management
Experience
SII Investments October 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - October 2014
girls scouts of NEO September 2011 - September 2013
Edward Jones January 2000 - July 2005
Fidelity Investments January 1987 - May 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation
Education
Ashland University 2009 — 2013
MBA, Master of Business Administration
Magnificat H.S 1980 — 1984
De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services
St Christophers
The American College
CAP (Chartered Advisor in Phillanthropy)
SII Investments October 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - October 2014
girls scouts of NEO September 2011 - September 2013
Edward Jones January 2000 - July 2005
Fidelity Investments January 1987 - May 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Protection, Financial Services, Banking, Disability Insurance, Financial Goals, Financial Advisory, Asset Managment, 401k, Mutual Funds, Investment Strategies, Long-term Care, Fixed Annuities, Pensions, Saving for Education, Financial Analysis, Investment Advisory, Series 7, Asset Management, Retirement, Wealth Management, Estate Planning, Asset Allocation
Education
Ashland University 2009 — 2013
MBA, Master of Business Administration
Magnificat H.S 1980 — 1984
De Paul University
Bachelor of Arts (B.A.), Financial Planning and Services
St Christophers
The American College
CAP (Chartered Advisor in Phillanthropy)
Keith W. Splain Keith W. Splain's SII Investments Experience December 1996 - Present
Job Long established Retirement & Financial Advisor. Also helps Individuals & Businesses protect against Identity Theft.
Industry Financial Services
Experience
Identity Protection Now, LLC January 2012 - Present
William Warren Associates, LLC October 1998 - Present
SII Investments December 1996 - Present
New England Securities July 1987 - December 1996
Skills
Identity Theft, Business Strategy, Small Business, Retirement Income..., Investments, Investment Strategies, Investment Advisory, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Mutual Funds, Variable Annuities, Strategic Financial..., Financial Advisory
Education
Rochester Institute of Technology 1978 — 1982
State University of New York College at Potsdam 1976 — 1978
Identity Protection Now, LLC January 2012 - Present
William Warren Associates, LLC October 1998 - Present
SII Investments December 1996 - Present
New England Securities July 1987 - December 1996
Skills
Identity Theft, Business Strategy, Small Business, Retirement Income..., Investments, Investment Strategies, Investment Advisory, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Mutual Funds, Variable Annuities, Strategic Financial..., Financial Advisory
Education
Rochester Institute of Technology 1978 — 1982
State University of New York College at Potsdam 1976 — 1978
Donald Croyle, Jr. Donald Croyle, Jr.'s SII Investments Experience August 2008 - August 2011
Job Tax Preparer at Self Employed
Industry Investment Management
Experience
Self Employed January 1997 - Present
Mobile Notary September 1996 - Present
Max Liquidators November 2010 - December 2014
SII Investments August 2008 - August 2011
Allstate Financial January 2000 - August 2008
Airborne Express August 1992 - July 1995
Skills
Piloting, Financial Planning, Insurance, Retirement Planning, Risk Management, Financial Analysis, Small Business, Estate Planning, Fixed Annuities, Financial Planners, Strategic Planning, Sales Management, Mortgage Lending, New Business Development, Team Building, Real Estate, Microsoft Excel, Mutual Funds, Strategic Financial...
Education
Cochise College 1990 — 1991
Commercial Pilot, Commercial Pilot
University of Arizona 1986 — 1991
Bachelor of Arts, Political Science
Self Employed January 1997 - Present
Mobile Notary September 1996 - Present
Max Liquidators November 2010 - December 2014
SII Investments August 2008 - August 2011
Allstate Financial January 2000 - August 2008
Airborne Express August 1992 - July 1995
Skills
Piloting, Financial Planning, Insurance, Retirement Planning, Risk Management, Financial Analysis, Small Business, Estate Planning, Fixed Annuities, Financial Planners, Strategic Planning, Sales Management, Mortgage Lending, New Business Development, Team Building, Real Estate, Microsoft Excel, Mutual Funds, Strategic Financial...
Education
Cochise College 1990 — 1991
Commercial Pilot, Commercial Pilot
University of Arizona 1986 — 1991
Bachelor of Arts, Political Science
Adam Madson's SII Investments Experience 2004 - 2013
Job Financial Advisor at Navigator Planning Group
Industry Financial Services
Experience
Navigator Planning Group 2004 - Present
SII Investments 2004 - 2013
Skills
Retirement Planning, 401k, 401k Rollovers, Retirement, Series 7, Strategic Financial..., Small Business, Securities, Investments, Financial Services, Mortgage Lending, Credit Analysis, Insurance
Education
Concordia University-Wisconsin 2010 — 2011
Master of Business Administration (M.B.A.), Finance
Marquette University 2000 — 2003
Bachelor of Arts (B.A.)
Navigator Planning Group 2004 - Present
SII Investments 2004 - 2013
Skills
Retirement Planning, 401k, 401k Rollovers, Retirement, Series 7, Strategic Financial..., Small Business, Securities, Investments, Financial Services, Mortgage Lending, Credit Analysis, Insurance
Education
Concordia University-Wisconsin 2010 — 2011
Master of Business Administration (M.B.A.), Finance
Marquette University 2000 — 2003
Bachelor of Arts (B.A.)
Brian Bishop, CFP, CPA's SII Investments Experience November 2013 - Present
Job Owner of Bishop Financial Advisors
Industry Financial Services
Experience
SII Investments November 2013 - Present
Bishop Financial Advisors September 1998 - March 2014
First Allied Securities April 2008 - November 2013
Bath & Body Works 1996 - 1998
Bank One 1995 - 1996
Skills
Wealth Management, Investments, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Investment Management, IRAs, Finance, Financial Goals, 401k, Asset Allocation, Fixed Annuities, Wealth, Series 7, Risk Management, Mutual Funds, Alternative Investments, 401k Rollovers, Strategy, Series 63, Financial Planning, Retirement Income...
Education
Saint Vincent College 1994 — 1996
BA, Accounting
The Ohio State University 1991 — 1994
Accounting
SII Investments November 2013 - Present
Bishop Financial Advisors September 1998 - March 2014
First Allied Securities April 2008 - November 2013
Bath & Body Works 1996 - 1998
Bank One 1995 - 1996
Skills
Wealth Management, Investments, Estate Planning, Retirement, Retirement Planning, Financial Advisory, Financial Planners, Strategic Financial..., Investment Strategies, Investment Management, IRAs, Finance, Financial Goals, 401k, Asset Allocation, Fixed Annuities, Wealth, Series 7, Risk Management, Mutual Funds, Alternative Investments, 401k Rollovers, Strategy, Series 63, Financial Planning, Retirement Income...
Education
Saint Vincent College 1994 — 1996
BA, Accounting
The Ohio State University 1991 — 1994
Accounting
Ken Kramer's SII Investments Experience August 2007 - Present
Job Owner at Munkeby Kramer
Industry Financial Services
Experience
Munkeby Kramer June 1996 - Present
SII Investments August 2007 - Present
Robins, Kaplan, Miller & Ciresi L.L.P. January 1989 - September 1991
Skills
Retirement Planning, Securities, Financial Services, Strategic Financial..., Estate Planning, Series 7, Fixed Annuities, Small Business, Life Insurance, Disability Insurance, Financial Analysis, Strategic Planning, Mutual Funds, Insurance, Tax, Investments, Financial Advisory, Retirement, Management, Customer Service, Wealth Management
Education
University of Minnesota-Twin Cities 1985 — 1989
Economics
Benilde-St. Margaret's 1981 — 1985
Munkeby Kramer June 1996 - Present
SII Investments August 2007 - Present
Robins, Kaplan, Miller & Ciresi L.L.P. January 1989 - September 1991
Skills
Retirement Planning, Securities, Financial Services, Strategic Financial..., Estate Planning, Series 7, Fixed Annuities, Small Business, Life Insurance, Disability Insurance, Financial Analysis, Strategic Planning, Mutual Funds, Insurance, Tax, Investments, Financial Advisory, Retirement, Management, Customer Service, Wealth Management
Education
University of Minnesota-Twin Cities 1985 — 1989
Economics
Benilde-St. Margaret's 1981 — 1985
Jordan Seegert's SII Investments Experience July 2009 - Present
Job Financial Advisor at SII Investments
Industry Investment Management
Experience
SII Investments July 2009 - Present
1st Source Bank November 2005 - December 2007
Education
Anderson University 2002 — 2005
Bachelor, Finance, Christian Ministries
SII Investments July 2009 - Present
1st Source Bank November 2005 - December 2007
Education
Anderson University 2002 — 2005
Bachelor, Finance, Christian Ministries
Polly Shouse's SII Investments Experience April 2011 - April 2012
Job Investments
Industry Financial Services
Experience
Hickory Ridge Associates, LLC December 2010 - Present
Chilton Capital Management April 2011 - Present
SII Investments April 2011 - April 2012
Mellon Capital Management July 1983 - April 2008
Wells Fargo Investment Advisors 1976 - 1983
Skills
Asset Managment, Investments, Equities, Asset Management, Asset Allocation
Education
Stanford University 1969 — 1973
Bachelor of Science (B.S.), Math, Statistics, Computer Science, and Operations Research
Stanford University Graduate School of Business
MBA
Hickory Ridge Associates, LLC December 2010 - Present
Chilton Capital Management April 2011 - Present
SII Investments April 2011 - April 2012
Mellon Capital Management July 1983 - April 2008
Wells Fargo Investment Advisors 1976 - 1983
Skills
Asset Managment, Investments, Equities, Asset Management, Asset Allocation
Education
Stanford University 1969 — 1973
Bachelor of Science (B.S.), Math, Statistics, Computer Science, and Operations Research
Stanford University Graduate School of Business
MBA
Misty Zuhlke's SII Investments Experience June 2004 - August 2004
Job Sr. Systems/Business Analyst at Jackson
Industry Information Technology and Services
Experience
Middle Tennessee Curbing June 2014 - Present
Jackson April 2014 - Present
National Planning Holdings August 2004 - March 2014
SII Investments June 2004 - August 2004
SII Investments December 2002 - May 2004
SII Investments July 2001 - December 2002
SII Investments September 2000 - July 2001
SII Investments April 1998 - September 2000
SII Investments April 1996 - December 1998
SII Investments September 1994 - April 1996
Skills
Systems Analysis, Business Analysis, Software Design, Creative Solutions, Decorative Concrete, Landscape Architecture, Strategic Planning, Project Management, Change Management, Landscape Design, Concrete Paving, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Banking, Insurance, Investments, Financial Analysis, Leadership, Financial Risk, Management, Operations Management, Owner-managed businesses, Landscaping, Hardscape Design, Problem Solving, Project Planning, Information Technology, Business Strategy, Financial Services, Creative Strategy, IT Operations, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelors, Information Technology
University of Wisconsin-Oshkosh 1994 — 1998
Business Administration and Management, General
University of Wisconsin Fox Valley 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
Middle Tennessee Curbing June 2014 - Present
Jackson April 2014 - Present
National Planning Holdings August 2004 - March 2014
SII Investments June 2004 - August 2004
SII Investments December 2002 - May 2004
SII Investments July 2001 - December 2002
SII Investments September 2000 - July 2001
SII Investments April 1998 - September 2000
SII Investments April 1996 - December 1998
SII Investments September 1994 - April 1996
Skills
Systems Analysis, Business Analysis, Software Design, Creative Solutions, Decorative Concrete, Landscape Architecture, Strategic Planning, Project Management, Change Management, Landscape Design, Concrete Paving, Portfolio Management, Strategic Financial..., Wealth Management, Asset Management, Banking, Insurance, Investments, Financial Analysis, Leadership, Financial Risk, Management, Operations Management, Owner-managed businesses, Landscaping, Hardscape Design, Problem Solving, Project Planning, Information Technology, Business Strategy, Financial Services, Creative Strategy, IT Operations, Risk Management
Education
University of Phoenix 2004 — 2006
Bachelors, Information Technology
University of Wisconsin-Oshkosh 1994 — 1998
Business Administration and Management, General
University of Wisconsin Fox Valley 1992 — 1994
Associate of Arts (AA), Business Administration and Management, General
David Budge's SII Investments Experience January 1998 - May 2008
Job Proprietor of David M. Budge Registered Investment Advisor
Industry Investment Management
Experience
David M. Budge - Registered Investment Advisor June 2008 - Present
SII Investments January 1998 - May 2008
First Chicago Corp March 1990 - December 1997
Distinctive Solutions 1988 - March 1989
AT Commercial Corporation 1988 - 1989
Skills
Equities, Investments, Portfolio Management, Business Strategy, Mutual Funds, Strategic Financial..., Trading, Asset Managment, Financial Analysis, Strategic Planning, New Business Development, Due Diligence, Microsoft Excel, Negotiation, Customer Service, Business Planning, Accounting, Corporate Finance, Microsoft Office, Valuation, Investment Advisory, Wealth Management, Asset Management
Education
The University of Montana - School of Business Administration 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Moscow High School
David M. Budge - Registered Investment Advisor June 2008 - Present
SII Investments January 1998 - May 2008
First Chicago Corp March 1990 - December 1997
Distinctive Solutions 1988 - March 1989
AT Commercial Corporation 1988 - 1989
Skills
Equities, Investments, Portfolio Management, Business Strategy, Mutual Funds, Strategic Financial..., Trading, Asset Managment, Financial Analysis, Strategic Planning, New Business Development, Due Diligence, Microsoft Excel, Negotiation, Customer Service, Business Planning, Accounting, Corporate Finance, Microsoft Office, Valuation, Investment Advisory, Wealth Management, Asset Management
Education
The University of Montana - School of Business Administration 1981 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General
Moscow High School
Corey Kuhn's SII Investments Experience January 2000 - February 2003
Job Real Estate Portfolio Representative at Ascension Health
Industry Hospital & Health Care
Experience
Ascension Health December 2014 - Present
Affinity Health System February 2003 - December 2014
Windows of Light/Angels Forever August 2003 - February 2005
SII Investments January 2000 - February 2003
Skills
Lean Manufacturing, Microsoft Excel, Project Management, Healthcare Management, Healthcare, Customer Service, Six Sigma, Process Improvement, Microsoft Office, Marketing, Change Management, Team Building, Public Speaking, Strategic Planning, Research, Project Planning, Employee Engagement, Analysis, Hospitals, Lease Administration, Legal Compliance, Microsoft Word, PowerPoint, Mac OS, iPad, Contract Management, Subcontracts Management, Contracts Administrators, Tenant Retention, Lease Audit, Lease Documentation, Strategy, Financial Analysis, Coaching, Data Analysis, Leadership, Lean Thinking, Physician Relations, Software Documentation, Healthcare Information...
Education
Capella University 2015 — 2017
Master’s Degree
University of Wisconsin-Oshkosh 1990 — 1995
BS
Ascension Health December 2014 - Present
Affinity Health System February 2003 - December 2014
Windows of Light/Angels Forever August 2003 - February 2005
SII Investments January 2000 - February 2003
Skills
Lean Manufacturing, Microsoft Excel, Project Management, Healthcare Management, Healthcare, Customer Service, Six Sigma, Process Improvement, Microsoft Office, Marketing, Change Management, Team Building, Public Speaking, Strategic Planning, Research, Project Planning, Employee Engagement, Analysis, Hospitals, Lease Administration, Legal Compliance, Microsoft Word, PowerPoint, Mac OS, iPad, Contract Management, Subcontracts Management, Contracts Administrators, Tenant Retention, Lease Audit, Lease Documentation, Strategy, Financial Analysis, Coaching, Data Analysis, Leadership, Lean Thinking, Physician Relations, Software Documentation, Healthcare Information...
Education
Capella University 2015 — 2017
Master’s Degree
University of Wisconsin-Oshkosh 1990 — 1995
BS
Kim Lesperance's SII Investments Experience August 2010 - April 2014
Job Graphic Artist with Accounting Skills
Industry Accounting
Experience
SII Investments August 2010 - April 2014
Printron October 1999 - December 2010
Fast Print 1995 - August 1998
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Graphics, Graphic Design, Adobe Illustrator, Illustrator
Education
Texas A&M University 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
North Garland High 1973 — 1977
SII Investments August 2010 - April 2014
Printron October 1999 - December 2010
Fast Print 1995 - August 1998
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Graphics, Graphic Design, Adobe Illustrator, Illustrator
Education
Texas A&M University 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
North Garland High 1973 — 1977
James Whelan's SII Investments Experience June 2013 - Present
Job Internal Financial Assistant at SII Investments
Industry Financial Services
Experience
SII Investments June 2013 - Present
College Insights August 2012 - June 2013
Barnum Financial Group an Office of Metlife September 2011 - April 2012
JH Darbie May 2011 - September 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Outlook, Facebook, Customer Service, Equities, Access, Account Management, Spanish, Salesforce.com, Social Media Marketing, Sales, Market Research, Analysis, Data Analysis, Marketing
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (B.S.), Economics
SII Investments June 2013 - Present
College Insights August 2012 - June 2013
Barnum Financial Group an Office of Metlife September 2011 - April 2012
JH Darbie May 2011 - September 2011
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Outlook, Facebook, Customer Service, Equities, Access, Account Management, Spanish, Salesforce.com, Social Media Marketing, Sales, Market Research, Analysis, Data Analysis, Marketing
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (B.S.), Economics
Christopher Wice's SII Investments Experience 2006 - 2006
Job Manager, LPL Financial
Industry Financial Services
Experience
LPL Financial 2006 - Present
SII Investments 2006 - 2006
Jackson National Life 2005 - 2006
Foremost Insurance 2003 - 2005
Skills
Auditing, Fixed Annuities, Series 7, Investments, Finance, Series 24, Financial Advisory, FINRA, Strategic Financial..., Series 63, Mutual Funds, Securities, Investment Advisory, Asset Management, Risk Management, Insurance, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Financial Analysis
Education
Baker College Center for Graduate Studies
MBA, Finance
Baker College Business and Corporate Services
Bachelor of Business Administration, Corporate Management
Michigan Lutheran Seminary
High School
LPL Financial 2006 - Present
SII Investments 2006 - 2006
Jackson National Life 2005 - 2006
Foremost Insurance 2003 - 2005
Skills
Auditing, Fixed Annuities, Series 7, Investments, Finance, Series 24, Financial Advisory, FINRA, Strategic Financial..., Series 63, Mutual Funds, Securities, Investment Advisory, Asset Management, Risk Management, Insurance, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Financial Analysis
Education
Baker College Center for Graduate Studies
MBA, Finance
Baker College Business and Corporate Services
Bachelor of Business Administration, Corporate Management
Michigan Lutheran Seminary
High School
Sarah Rock's SII Investments Experience January 2011 - May 2011
Job Special Education Assistant at Minneapolis Public Schools
Industry Individual & Family Services
Experience
Goorin Bros., Inc. March 2014 - September 2014
Buffalo Exchange October 2013 - April 2014
Goorin Bros., Inc. December 2012 - March 2014
francesca’s® October 2012 - January 2013
Tea Garden, Inc. March 2009 - March 2012
SII Investments January 2011 - May 2011
The Tea Garden, Inc August 2010 - December 2010
Central Baptist Church February 2008 - May 2010
Central Baptist Church June 2009 - August 2009
Lake Sisseton Saloon May 2007 - August 2008
Skills
Public Speaking, Customer Service, Leadership, Recruiting, Sales, Visual Merchandising, PowerPoint, Teaching
Education
Bethel University 2006 — 2010
B.A., Psychology
North Kossuth High School 2002 — 2006
Goorin Bros., Inc. March 2014 - September 2014
Buffalo Exchange October 2013 - April 2014
Goorin Bros., Inc. December 2012 - March 2014
francesca’s® October 2012 - January 2013
Tea Garden, Inc. March 2009 - March 2012
SII Investments January 2011 - May 2011
The Tea Garden, Inc August 2010 - December 2010
Central Baptist Church February 2008 - May 2010
Central Baptist Church June 2009 - August 2009
Lake Sisseton Saloon May 2007 - August 2008
Skills
Public Speaking, Customer Service, Leadership, Recruiting, Sales, Visual Merchandising, PowerPoint, Teaching
Education
Bethel University 2006 — 2010
B.A., Psychology
North Kossuth High School 2002 — 2006
David Monkelien's SII Investments Experience October 1987 - Present
Job CFP at SII Investments
Industry Financial Services
Experience
SII Investments October 1987 - Present
Skills
Financial Planning, Financial Services, Investment Management, Strategic Planning, Customer Service, Investments, Leadership, Sales, Insurance, Retirement Planning
Education
The University of South Dakota 1973 — 1977
bs, business admin
SII Investments October 1987 - Present
Skills
Financial Planning, Financial Services, Investment Management, Strategic Planning, Customer Service, Investments, Leadership, Sales, Insurance, Retirement Planning
Education
The University of South Dakota 1973 — 1977
bs, business admin
Chris Nickel's SII Investments Experience
Job Financial Advisor at SII Investments
Industry Financial Services
Experience
SII Investments
Skills
Investment Advisory, Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, Series 63
Education
Central Michigan University
Bachelor of Applied Science (BASc), Atmospheric Sciences and Meteorology
SII Investments
Skills
Investment Advisory, Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, Series 63
Education
Central Michigan University
Bachelor of Applied Science (BASc), Atmospheric Sciences and Meteorology
Tammi Baun's SII Investments Experience March 2009 - Present
Job Assistant at SII Investments
Industry Financial Services
Experience
SII Investments March 2009 - Present
Education
Bowling Green State University 1994 — 1998
BS, Business
SII Investments March 2009 - Present
Education
Bowling Green State University 1994 — 1998
BS, Business
Jennifer Danoski's SII Investments Experience July 2003 - June 2004
Job Personal Trust Assistant at Associated Bank
Industry Banking
Experience
Associated Bank March 2013 - Present
Sumnicht & Associates July 2012 - March 2013
Associated Bank June 2004 - June 2012
SII Investments July 2003 - June 2004
Thrivent Financial April 2002 - July 2003
Thrivent Financial May 2000 - April 2002
Skills
Securities, Financial Analysis, Customer Service, Microsoft Excel, Asset Managment, Analysis, PowerPoint, Banking, Wealth Management, Portfolio Management, Insurance
Education
St. Norbert College 1996 — 2000
Bachelors of Business Administration
Associated Bank March 2013 - Present
Sumnicht & Associates July 2012 - March 2013
Associated Bank June 2004 - June 2012
SII Investments July 2003 - June 2004
Thrivent Financial April 2002 - July 2003
Thrivent Financial May 2000 - April 2002
Skills
Securities, Financial Analysis, Customer Service, Microsoft Excel, Asset Managment, Analysis, PowerPoint, Banking, Wealth Management, Portfolio Management, Insurance
Education
St. Norbert College 1996 — 2000
Bachelors of Business Administration
Amy Newberg's SII Investments Experience August 2012 - February 2014
Job Sr. Business Systems AnalystThe Manitowoc Company
Industry Information Technology and Services
Experience
The Manitowoc Company February 2014 - Present
SII Investments August 2012 - February 2014
Education
Lakeshore Technical College 1995 — 1997
Associates Degree, Marketing
The Manitowoc Company February 2014 - Present
SII Investments August 2012 - February 2014
Education
Lakeshore Technical College 1995 — 1997
Associates Degree, Marketing
Mickey Morris's SII Investments Experience 2014 - Present
Job Financial Consultant
Industry Financial Services
Experience
SII Investments 2014 - Present
MassMutual Financial Group 2007 - 2014
New York Life Insurance Company 2005 - 2007
Skills
Strategic Planning, Change Management, Business Strategy, Strategy, Management Consulting, Financial Modeling, Portfolio Management, Risk Management, Mergers & Acquisitions, Retirement Planning, Mutual Funds, Event Planning, Financial Planning, Microsoft Office, Sales
Education
Holy Name High School
John Carroll University
SII Investments 2014 - Present
MassMutual Financial Group 2007 - 2014
New York Life Insurance Company 2005 - 2007
Skills
Strategic Planning, Change Management, Business Strategy, Strategy, Management Consulting, Financial Modeling, Portfolio Management, Risk Management, Mergers & Acquisitions, Retirement Planning, Mutual Funds, Event Planning, Financial Planning, Microsoft Office, Sales
Education
Holy Name High School
John Carroll University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY